Cumberland Partners Ltd Top Holdings and 13F Report (2024) → Who are Nvidia’s Silent Partners? (From Weiss Ratings) (Ad) About Cumberland Partners LtdInvestment ActivityCumberland Partners Ltd has $1.38 billion in total holdings as of March 31, 2024.Cumberland Partners Ltd owns shares of 187 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 17.60% of the portfolio was purchased this quarter.About 10.71% of the portfolio was sold this quarter.This quarter, Cumberland Partners Ltd has purchased 178 new stocks and bought additional shares in 60 stocks.Cumberland Partners Ltd sold shares of 77 stocks and completely divested from 33 stocks this quarter.Largest Holdings Microsoft $78,778,137Eaton $58,093,130Meta Platforms $52,172,172Alphabet $43,354,208S&P Global $42,946,625 Largest New Holdings this Quarter Vertex Pharmaceuticals $12,284,060 HoldingEnergy Transfer $5,768,270 HoldingAbbVie $5,181,110 HoldingAgilent Technologies $4,582,110 HoldingViatris $2,808,885 Holding Largest Purchases this Quarter Walmart 568,676 shares (about $34.22M)Amazon.com 159,276 shares (about $28.73M)TFI International 116,485 shares (about $18.58M)Mastercard 37,131 shares (about $17.88M)O'Reilly Automotive 12,414 shares (about $14.01M) Largest Sales this Quarter Rogers Communications 209,867 shares (about $8.60M)AON 24,985 shares (about $8.34M)Meta Platforms 15,457 shares (about $7.51M)Elevance Health 10,867 shares (about $5.63M)UnitedHealth Group 8,716 shares (about $4.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCumberland Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$78,778,137$5,277,932 ▲7.2%187,2465.7%Computer and TechnologyETNEaton$58,093,130$2,885,411 ▼-4.7%185,7914.2%Industrial ProductsMETAMeta Platforms$52,172,172$7,505,610 ▼-12.6%107,4433.8%Computer and TechnologyGOOGAlphabet$43,354,208$1,120,634 ▲2.7%284,7383.1%Computer and TechnologySPGIS&P Global$42,946,625$2,156,606 ▲5.3%100,9443.1%Business ServicesVVisa$42,618,027$31,257 ▼-0.1%152,7093.1%Business ServicesRYRoyal Bank of Canada$39,938,041$3,870,727 ▲10.7%395,7872.9%FinanceCPCanadian Pacific Kansas City$38,463,359$475,131 ▼-1.2%436,0952.8%TransportationCOSTCostco Wholesale$36,907,702$3,367,900 ▼-8.4%50,3772.7%Retail/WholesaleWMTWalmart$35,676,960$34,217,236 ▲2,344.1%592,9362.6%Retail/WholesaleCNICanadian National Railway$35,636,910$3,796,127 ▲11.9%270,5162.6%TransportationLINDE PLC$35,307,821$313,880 ▲0.9%76,0422.6%SHSTRIThomson Reuters$34,131,296$1,484,057 ▼-4.2%219,2462.5%Business ServicesAMZNAmazon.com$32,617,574$28,730,205 ▲739.1%180,8272.4%Consumer CyclicalTFIITFI International$32,540,385$18,581,630 ▲133.1%203,9902.4%TransportationUNHUnitedHealth Group$31,112,178$4,311,805 ▼-12.2%62,8912.3%MedicalHDHome Depot$30,285,988$12,746,645 ▲72.7%78,9522.2%Retail/WholesaleTMOThermo Fisher Scientific$29,488,851$509,721 ▲1.8%50,7372.1%MedicalMMCMarsh & McLennan Companies$29,436,808$116,379 ▼-0.4%142,9112.1%FinanceMAMastercard$28,740,579$17,881,176 ▲164.7%59,6812.1%Business ServicesAAPLApple$28,733,703$2,026,036 ▲7.6%167,5632.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$23,953,082$50,258 ▼-0.2%95,7971.7%FinanceAMATApplied Materials$23,363,797$76,305 ▼-0.3%113,2901.7%Computer and TechnologyACNAccenture$22,801,739$614,540 ▲2.8%65,7851.7%Business ServicesGOOGLAlphabet$21,793,236$2,732,437 ▲14.3%144,3931.6%Computer and TechnologyRCIRogers Communications$20,838,364$8,602,157 ▼-29.2%508,3941.5%Consumer DiscretionaryNVONovo Nordisk A/S$19,819,054$7,811,856 ▲65.1%154,3541.4%MedicalADIAnalog Devices$16,196,035$64,282 ▲0.4%81,8851.2%Computer and TechnologyORLYO'Reilly Automotive$14,747,689$14,013,917 ▲1,909.8%13,0641.1%Retail/WholesaleVRTXVertex Pharmaceuticals$12,284,060$12,284,060 ▲New Holding29,3870.9%MedicalCCJCameco$11,730,273$733,543 ▼-5.9%270,7640.9%Basic MaterialsBLKBlackRock$11,475,047$836,201 ▲7.9%13,7640.8%FinanceELVElevance Health$9,648,474$5,634,974 ▼-36.9%18,6070.7%MedicalAVGOBroadcom$9,463,429$530,164 ▼-5.3%7,1400.7%Computer and TechnologyCNQCanadian Natural Resources$8,369,592$94,815 ▼-1.1%109,6350.6%Oils/EnergyARESAres Management$8,333,192$1,322,486 ▼-13.7%62,6650.6%FinanceTOLToll Brothers$8,249,278$3,201,907 ▼-28.0%63,7650.6%ConstructionHWMHowmet Aerospace$7,410,832$504,466 ▼-6.4%108,2980.5%ConstructionAVYAvery Dennison$6,995,539$141,764 ▲2.1%31,3350.5%Industrial ProductsTPXTempur Sealy International$6,905,619$2,161,547 ▼-23.8%121,5350.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$6,470,947$450,870 ▼-6.5%47,5630.5%Computer and TechnologySBUXStarbucks$6,278,768$4,996,109 ▲389.5%68,7030.5%Retail/WholesalePHParker-Hannifin$6,216,512$16,674 ▼-0.3%11,1850.5%Industrial ProductsMCKMcKesson$6,192,565$341,437 ▲5.8%11,5350.4%MedicalDSGXThe Descartes Systems Group$6,065,672$595,123 ▼-8.9%66,2500.4%Computer and TechnologyCARRCarrier Global$6,053,658$223,800 ▲3.8%104,1400.4%Computer and TechnologyFSVFirstService$6,048,4940.0%36,5000.4%FinanceGNTXGentex$5,927,653$742,085 ▼-11.1%164,1100.4%Auto/Tires/TrucksSVOLSimplify Volatility Premium ETF$5,869,597$2,308,012 ▼-28.2%259,0290.4%ETFETEnergy Transfer$5,768,270$5,768,270 ▲New Holding366,7050.4%Oils/EnergyBAHBooz Allen Hamilton$5,500,444$508,407 ▼-8.5%37,0550.4%Business ServicesLLYEli Lilly and Company$5,315,023$928,106 ▼-14.9%6,8320.4%MedicalTDToronto-Dominion Bank$5,235,855$1,909,694 ▼-26.7%86,7180.4%FinanceFERGFerguson$5,193,054$880,457 ▼-14.5%23,7400.4%Industrial ProductsABBVAbbVie$5,181,110$5,181,110 ▲New Holding28,4520.4%MedicalAGIAlamos Gold$5,119,920$458,399 ▼-8.2%346,9470.4%Basic MaterialsABNBAirbnb$4,790,438$989,760 ▲26.0%29,0400.3%Computer and TechnologyMSIMotorola Solutions$4,630,714$764,982 ▼-14.2%13,0450.3%Computer and TechnologyAAgilent Technologies$4,582,110$4,582,110 ▲New Holding31,4900.3%Computer and TechnologyGLDSPDR Gold Shares$4,563,898$1,739,568 ▲61.6%22,1850.3%FinanceGRP.UGranite Real Estate Inc. Staple$4,550,736$175,386 ▲4.0%79,6570.3%FinanceDECKDeckers Outdoor$4,546,285$3,705,740 ▼-44.9%4,8300.3%Retail/WholesaleYUMYum! Brands$4,456,905$12,479 ▼-0.3%32,1450.3%Retail/WholesaleHBMHudbay Minerals$4,451,931$346,901 ▼-7.2%635,5750.3%Basic MaterialsVCSHVanguard Short-Term Corporate Bond ETF$4,004,658$923,855 ▲30.0%51,8000.3%ETFASMLASML$3,980,868$76,667 ▲2.0%4,1020.3%Computer and TechnologyWCNWaste Connections$3,965,630$1,342,240 ▼-25.3%23,0450.3%Business ServicesBNSBank of Nova Scotia$3,960,175$1,668,055 ▼-29.6%76,5300.3%FinanceBRK.BBerkshire Hathaway$3,929,339$556,768 ▲16.5%9,3440.3%FinanceAONAON$3,801,404$8,337,993 ▼-68.7%11,3910.3%FinanceSCCOSouthern Copper$3,741,515$1,331,500 ▲55.2%35,1250.3%Basic MaterialsDHRDanaher$3,612,949$252,717 ▲7.5%14,4680.3%Multi-Sector ConglomeratesCRMSalesforce$3,343,0980.0%11,1000.2%Computer and TechnologyMCDMcDonald's$3,317,424$1,175,732 ▲54.9%11,7660.2%Retail/WholesalePBAPembina Pipeline$3,210,959$1,968,189 ▼-38.0%90,9260.2%Oils/EnergyNOANorth American Construction Group$3,193,955$1,442,288 ▼-31.1%143,5000.2%ConstructionICLRICON Public$3,119,296$1,355,558 ▲76.9%9,2850.2%MedicalENBEnbridge$3,098,629$558,919 ▼-15.3%85,6710.2%Oils/EnergyDLRDigital Realty Trust$3,082,456$1,080,300 ▲54.0%21,4000.2%FinanceSTAGSTAG Industrial$2,947,579$1,049,028 ▲55.3%76,6800.2%FinanceVTRSViatris$2,808,885$2,808,885 ▲New Holding235,2500.2%MedicalCVSCVS Health$2,749,247$154,814 ▼-5.3%34,4690.2%Retail/WholesaleTUASimplify Short Term Treasury Futures Strategy ETF$2,713,930$1,182,330 ▲77.2%124,0370.2%ETFAPOApollo Global Management$2,586,350$112,450 ▼-4.2%23,0000.2%FinanceMELIMercadoLibre$2,570,332$604,784 ▲30.8%1,7000.2%Retail/WholesaleADBEAdobe$2,548,230$509,646 ▲25.0%5,0500.2%Computer and TechnologyBACBank of America$2,462,335$176,707 ▼-6.7%64,9350.2%FinanceCMCSAComcast$2,405,925$702,834 ▲41.3%55,5000.2%Consumer DiscretionaryPEPPepsiCo$2,334,984$138,608 ▲6.3%13,3420.2%Consumer StaplesFMXFomento Económico Mexicano$2,149,455$455,945 ▲26.9%16,5000.2%Consumer StaplesWIXWix.com$1,924,720$687,400 ▲55.6%14,0000.1%Computer and TechnologyHLTHilton Worldwide$1,919,790$639,930 ▼-25.0%9,0000.1%Consumer DiscretionaryNVRNVR$1,822,491$202,499 ▼-10.0%2250.1%ConstructionAZOAutoZone$1,812,199$630,330 ▲53.3%5750.1%Retail/WholesaleCORPAY INC$1,774,105$1,774,105 ▲New Holding5,7500.1%COM SHSCMECME Group$1,722,320$1,722,320 ▲New Holding8,0000.1%FinanceRSGRepublic Services$1,665,528$612,608 ▼-26.9%8,7000.1%Business ServicesCSCOCisco Systems$1,650,424$772,008 ▲87.9%33,0680.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,635,265$119,840 ▼-6.8%22,5150.1%ETFCAHCardinal Health$1,626,690$550,324 ▲51.1%14,5370.1%MedicalShowing largest 100 holdings. 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